Simply Good Foods Co - SMPL

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 13,818,789 277,481 0.0% 0.01% 1 +481,272 3.61% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 10,631,429 213,479 0.0% 0.0% 2 +249,405 2.4% Q4 2025 Jan 29, 2026
FMR LLC History Reduced 5,495,440 110,348 0.01% 0.01% 3 -1,467,859 -21.08% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 3,973,183 79,779 0.02% 0.02% 4 -315,497 -7.36% Q4 2025 Feb 12, 2026
STATE STREET CORP History Reduced 3,538,666 71,056 0.0% 0.0% 5 -30,780 -0.86% Q4 2025 Feb 13, 2026
Boston Trust Walden Corp History Reduced 3,305,134 66,367 0.5% 0.64% 6 -215,826 -6.13% Q4 2025 Jan 28, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,332,980 46,853 0.0% 0.0% 7 -3,844 -0.16% Q4 2025 Feb 09, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 2,124,640 42,662 0.12% 0.11% 8 +469,903 28.4% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 1,952,713 39,210 0.0% 0.0% 9 +1,198,496 158.91% Q4 2025 Feb 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 1,908,919 38,331 0.13% 0.16% 10 -12,871 -0.67% Q4 2025 Feb 18, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 1,847,928 37,106 0.26% 0.29% 11 +60,508 3.39% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 1,620,442 32,538 0.02% 0.01% 12 +1,209,008 293.85% Q4 2025 Feb 17, 2026
River Road Asset Management, LLC History New 1,586,490 31,856 0.35% 13 +1,586,490 New Q4 2025 Feb 24, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History Added to 1,390,720 27,925 1.47% 0.74% 14 +698,745 100.98% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 1,277,338 25,648 0.03% 0.03% 15 -36,388 -2.77% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,165,588 23,405 0.0% 0.0% 16 +115,538 11.0% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,133,324 22,757 0.0% 0.01% 17 -812,606 -41.76% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 1,084,398 21,774 0.0% 0.01% 18 -1,108,432 -50.55% Q4 2025 Feb 12, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 1,016,156 20,404 0.07% 0.08% 19 +113,759 12.61% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 956,565 19,207 0.0% 0.0% 20 +323,868 51.19% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Reduced 915,806 18,389 0.0% 0.0% 21 -18,425 -1.97% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 899,782 18,067 0.03% 0.01% 22 +509,992 130.84% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 845,186 16,971 0.0% 0.0% 23 +82,028 10.75% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 841,803 16,903 0.0% 0.0% 24 +522,501 163.64% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 836,003 16,787 0.01% 0.04% 25 -1,733,837 -67.47% Q4 2025 Feb 19, 2026
Nuveen, LLC History Added to 806,379 16,192 0.0% 0.0% 26 +110,364 15.86% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 798,836 16,040 0.02% 0.02% 27 +318,270 66.23% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 705,176 14,161 0.0% 0.0% 28 +10,291 1.48% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 690,863 13,873 0.02% 0.01% 29 +481,952 230.7% Q4 2025 Feb 05, 2026
Walleye Capital LLC History Added to 608,460 12,217 0.04% 0.01% 30 +544,643 853.45% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 599,768 12,043 0.0% 0.0% 31 +18,970 3.27% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 561,341 11,271 0.01% 0.01% 32 +36,656 6.99% Q4 2025 Feb 02, 2026
ARMISTICE CAPITAL, LLC History New 536,000 10,762 0.13% 33 +536,000 New Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 526,537 10,572 0.01% 0.0% 34 +239,875 83.68% Q4 2025 Feb 13, 2026
Assenagon Asset Management S.A. History New 496,513 9,969 0.01% 35 +496,513 New Q4 2025 Jan 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 461,310 9,263 0.0% 0.01% 36 +51,006 12.43% Q4 2025 Feb 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 456,468 9,165 0.02% 37 +456,468 New Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 456,212 9,160 0.01% 0.01% 38 +50,412 12.42% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 456,065 9,157 0.0% 0.0% 39 -33,057 -6.76% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Added to 452,676 9,089 0.11% 0.07% 40 +208,725 85.56% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 421,116 8,456 0.0% 0.0% 41 -2,690 -0.63% Q4 2025 Feb 19, 2026
TWO SIGMA ADVISERS, LP History Added to 411,000 8,252 0.02% 0.01% 42 +234,500 132.86% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History New 323,674 6,499 0.02% 43 +323,674 New Q4 2025 Feb 24, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 317,972 6,384 0.02% 0.03% 44 -42,796 -11.86% Q4 2025 Feb 13, 2026
WINTON GROUP Ltd History New 260,704 5,234 0.18% 45 +260,704 New Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 257,530 5,171 0.0% 0.01% 46 -10,045 -3.75% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 242,180 4,862 0.13% 0.03% 47 +215,051 792.7% Q4 2025 Feb 17, 2026
Man Group plc History Added to 236,931 4,757 0.01% 0.0% 48 +197,289 497.68% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 230,393 4,626 0.0% 0.0% 49 -17,686 -7.13% Q4 2025 Feb 09, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 228,461 4,587 0.0% 0.01% 50 -1,017,775 -81.67% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 220,475 4,427 0.05% 0.06% 51 +16,681 8.19% Q4 2025 Feb 17, 2026
SEIZERT CAPITAL PARTNERS, LLC History Added to 208,597 4,188 0.18% 0.03% 52 +180,324 637.8% Q4 2025 Feb 02, 2026
JPMORGAN CHASE & CO History Reduced 192,862 3,872 0.0% 0.0% 53 -244,869 -55.94% Q4 2025 Feb 11, 2026
CONNORS INVESTOR SERVICES INC History Added to 188,915 3,793 0.33% 0.13% 54 +128,175 211.02% Q4 2025 Feb 09, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 188,617 3,787 0.03% 55 +188,617 New Q4 2025 Feb 11, 2026
Swiss National Bank History Added to 188,300 3,781 0.0% 0.0% 56 +3,200 1.73% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 184,904 3,712 0.0% 0.0% 57 -7,494 -3.9% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 184,146 3,697 0.0% 0.0% 58 -261,705 -58.7% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 178,762 3,589 0.01% 0.02% 59 -32,871 -15.53% Q4 2025 Feb 13, 2026
Creative Planning History Added to 176,216 3,538 0.0% 0.0% 60 +127,578 262.3% Q4 2025 Feb 17, 2026
NORGES BANK History New 175,399 3,522 0.0% 61 +175,399 New Q4 2025 Feb 10, 2026
New Age Alpha Advisors, LLC History Added to 173,414 3,482 0.15% 0.01% 62 +166,515 2413.61% Q4 2025 Feb 09, 2026
Edgestream Partners, L.P. History Reduced 172,717 3,468 0.1% 0.31% 63 -255,952 -59.71% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 162,280 3,258 0.01% 0.0% 64 +128,998 387.59% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 161,170 3,236 0.0% 0.0% 65 +15,369 10.54% Q4 2025 Feb 11, 2026
Holocene Advisors, LP History Added to 158,824 3,189 0.01% 0.01% 66 +10,376 6.99% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 156,353 3,139 0.0% 0.0% 67 -104,037 -39.95% Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 148,999 2,992 0.23% 0.08% 68 +109,929 281.36% Q4 2025 Jan 20, 2026
Madison Asset Management, LLC History Added to 144,519 2,901 0.03% 0.04% 69 +927 0.65% Q4 2025 Feb 04, 2026
KESTREL INVESTMENT MANAGEMENT CORP History New 135,575 2,722 1.54% 70 +135,575 New Q4 2025 Feb 03, 2026
FIL Ltd History No change 133,420 2,679 0.0% 0.0% 71 0 0.0% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 131,883 2,648 0.06% 0.1% 72 -30,962 -19.01% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Reduced 129,637 2,603 0.02% 0.06% 73 -113,378 -46.65% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 124,873 2,507 0.0% 0.0% 74 +36,595 41.45% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 117,332 2,356 0.0% 0.0% 75 +85,069 263.67% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 117,212 2,353 0.0% 0.0% 76 -359,105 -75.39% Q4 2025 Jan 29, 2026
ALLIANCEBERNSTEIN L.P. History Added to 117,024 2,349 0.0% 0.0% 77 +12,820 12.3% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 114,786 2,304 0.0% 0.0% 78 +83,537 267.33% Q4 2025 Feb 18, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 110,636 2,222 0.0% 0.0% 79 +7,917 7.71% Q4 2025 Jan 30, 2026
State of New Jersey Common Pension Fund D History Added to 109,541 2,199 0.01% 0.01% 80 +37,118 51.25% Q4 2025 Jan 30, 2026
GABELLI FUNDS LLC History New 108,000 2,168 0.01% 81 +108,000 New Q4 2025 Feb 05, 2026
WELLS FARGO & COMPANY/MN History Added to 103,246 2,073 0.0% 0.0% 82 +38,137 58.57% Q4 2025 Feb 13, 2026
Bridgewater Associates, LP History Reduced 100,196 2,011 0.01% 0.02% 83 -66,285 -39.82% Q4 2025 Feb 13, 2026
Savoir Faire Capital Management, L.P. History Reduced 96,702 1,941 0.92% 1.3% 84 -49,254 -33.75% Q4 2025 Feb 02, 2026
Neuberger Berman Group LLC History Reduced 93,269 1,872 0.0% 0.0% 85 -65,472 -41.24% Q4 2025 Feb 13, 2026
CLARK ESTATES INC/NY History Added to 92,300 1,853 0.45% 0.45% 86 +12,300 15.38% Q4 2025 Feb 12, 2026
Villanova Investment Management Co LLC History New 89,330 1,793 1.26% 87 +89,330 New Q4 2025 Feb 26, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 88,332 1,773 0.0% 0.0% 88 -180 -0.2% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 86,890 1,744 0.0% 0.0% 89 -6,427 -6.89% Q4 2025 Feb 13, 2026
CAXTON ASSOCIATES LLP History Added to 84,078 1,688 0.03% 0.03% 90 +30,618 57.27% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 83,548 1,677 0.01% 0.0% 91 +56,878 213.27% Q4 2025 Jan 29, 2026
Campbell & CO Investment Adviser LLC History Added to 81,874 1,644 0.08% 0.04% 92 +62,791 329.04% Q4 2025 Feb 12, 2026
Jain Global LLC History Reduced 81,208 1,630 0.01% 0.01% 93 -3,900 -4.58% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 80,175 1,609 0.0% 0.0% 94 -49,425 -38.14% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 78,000 1,566 0.0% 0.0% 95 -75,675 -49.24% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History No change 77,926 1,564 0.0% 0.0% 96 0 0.0% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Reduced 77,161 1,549 0.0% 0.03% 97 -1,205,060 -93.98% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 76,316 1,532 0.0% 0.0% 98 +9,251 13.79% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 75,663 1,519 0.0% 0.0% 99 +8,932 13.39% Q4 2025 Feb 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 68,332 1,372 0.0% 0.0% 100 +1,029 1.53% Q4 2025 Feb 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 66,994 1,345 0.06% 0.03% 101 +30,033 81.26% Q4 2025 Feb 17, 2026
Headlands Technologies LLC History Added to 66,109 1,327 0.11% 0.04% 102 +47,227 250.12% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 62,906 1,263 0.11% 0.14% 103 -4,874 -7.19% Q4 2025 Feb 06, 2026
Quantbot Technologies LP History Reduced 62,020 1,245 0.04% 0.11% 104 -98,766 -61.43% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Reduced 61,349 1,231 0.0% 0.01% 105 -905,453 -93.65% Q4 2025 Feb 11, 2026
Cohen Capital Management, Inc. History Reduced 60,262 1,210 0.18% 0.45% 106 -56,102 -48.21% Q4 2025 Jan 20, 2026
Lighthouse Investment Partners, LLC History New 58,702 1,178 0.04% 107 +58,702 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 54,019 1,084 0.01% 0.01% 108 -1,933 -3.45% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 52,730 1,059 0.0% 0.0% 109 +14,114 36.55% Q4 2025 Jan 09, 2026
Illinois Municipal Retirement Fund History Added to 52,641 1,057 0.01% 0.02% 110 +2,482 4.95% Q4 2025 Feb 11, 2026
Maxi Investments CY Ltd History New 51,700 1,038 0.19% 111 +51,700 New Q4 2025 Feb 03, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 51,416 1,032 0.0% 0.0% 112 -60,301 -53.98% Q4 2025 Feb 10, 2026
State of Alaska, Department of Revenue History Added to 51,378 1,031 0.01% 0.01% 113 +348 0.68% Q4 2025 Jan 23, 2026
Taproot Management LP History New 44,982 903 0.15% 114 +44,982 New Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 44,909 901 0.0% 115 +44,909 New Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 44,138 886 0.05% 0.06% 116 +5,060 12.95% Q4 2025 Feb 09, 2026
Cynosure Group, LLC History Added to 43,519 873 0.09% 0.03% 117 +33,151 319.74% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 43,070 864 0.0% 0.0% 118 -523 -1.2% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 42,358 850 0.0% 24.01% 119 -166,027 -79.67% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 42,110 845 0.0% 0.0% 121 +5,093 13.76% Q4 2025 Jan 28, 2026
Louisiana State Employees Retirement System History Reduced 42,100 845 0.01% 0.02% 120 -400 -0.94% Q4 2025 Jan 16, 2026
Handelsbanken Fonder AB History Reduced 41,000 823 0.0% 0.08% 122 -957,200 -95.89% Q4 2025 Feb 06, 2026
Schonfeld Strategic Advisors LLC History Reduced 40,945 822 0.0% 0.03% 124 -140,073 -77.38% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Added to 43,838 822 0.0% 0.0% 123 +9,806 28.81% Q4 2025 Feb 18, 2026
Janney Montgomery Scott LLC History New 40,750 818 0.0% 125 +40,750 New Q4 2025 Feb 11, 2026
JANUS HENDERSON GROUP PLC History No change 40,181 806 0.0% 0.0% 126 0 0.0% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 39,358 790 0.01% 0.01% 127 -2,526 -6.03% Q4 2025 Feb 10, 2026
Brevan Howard Capital Management LP History Reduced 38,737 777 0.01% 0.01% 128 -28,898 -42.73% Q4 2025 Feb 17, 2026
Voleon Capital Management LP History New 37,471 752 0.02% 129 +37,471 New Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 36,600 734 0.0% 0.0% 130 +3,800 11.59% Q4 2025 Jan 28, 2026
Allianz Asset Management GmbH History Reduced 36,476 732 0.0% 0.0% 131 -25,363 -41.01% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 34,191 686 0.0% 0.0% 132 +11,413 50.11% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Reduced 33,040 663 0.01% 0.1% 133 -210,430 -86.43% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 32,375 650 0.0% 134 +32,375 New Q4 2025 Feb 17, 2026
WESBANCO BANK INC History New 32,000 642 0.02% 135 +32,000 New Q4 2025 Feb 03, 2026
Freestone Grove Partners LP History Reduced 31,829 639 0.0% 0.06% 136 -295,727 -90.28% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 31,466 631 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 12, 2026
Vident Advisory, LLC History Added to 30,523 612 0.01% 0.01% 138 +7,652 33.46% Q4 2025 Feb 18, 2026
HSBC HOLDINGS PLC History New 29,567 599 0.0% 139 +29,567 New Q4 2025 Mar 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 29,460 591 0.0% 0.0% 140 -19,027 -39.24% Q4 2025 Jan 27, 2026
GAMCO INVESTORS, INC. ET AL History Added to 28,920 580 0.01% 0.01% 141 +6,000 26.18% Q4 2025 Feb 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 27,566 553 0.0% 0.01% 142 -810 -2.85% Q4 2025 Jan 14, 2026
AMALGAMATED BANK History Reduced 26,883 540 0.0% 0.0% 143 -229 -0.84% Q4 2025 Feb 05, 2026
Arizona State Retirement System History Reduced 26,529 532 0.0% 0.0% 144 -1,725 -6.11% Q4 2025 Jan 28, 2026
South Dakota Investment Council History Reduced 26,063 523 0.01% 0.01% 145 -2,400 -8.43% Q4 2025 Feb 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 24,875 522 0.01% 0.01% 146 -3,797 -13.24% Q4 2025 Jan 21, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 25,929 520 0.0% 0.0% 147 0 0.0% Q4 2025 Feb 12, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 24,758 497 0.0% 0.01% 148 -1,780 -6.71% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Reduced 23,867 479 0.0% 0.01% 149 -38,738 -61.88% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 23,640 474 0.0% 0.0% 150 -27,962 -54.19% Q4 2025 Feb 10, 2026
Van Hulzen Asset Management, LLC History Reduced 23,226 466 0.03% 0.13% 151 -49,736 -68.17% Q4 2025 Feb 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 22,971 461 0.0% 0.0% 152 -2,258 -8.95% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 22,744 456 0.0% 0.0% 153 -813 -3.45% Q4 2025 Feb 10, 2026
SHELTON CAPITAL MANAGEMENT History No change 22,588 453 0.01% 0.01% 154 0 0.0% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History New 21,660 434 0.0% 155 +21,660 New Q4 2025 Feb 09, 2026
INCEPTIONR LLC History New 21,138 424 0.12% 156 +21,138 New Q4 2025 Feb 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 21,032 422 0.01% 0.01% 157 +200 0.96% Q4 2025 Feb 04, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 20,329 408 0.03% 158 +20,329 New Q4 2025 Feb 17, 2026
OXFORD ASSET MANAGEMENT LLP History New 19,614 393 0.16% 159 +19,614 New Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Reduced 18,016 361 0.0% 0.0% 161 -900 -4.76% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Added to 18,000 361 0.0% 0.0% 162 +701 4.05% Q4 2025 Feb 11, 2026
Amundi History Added to 18,000 361 0.0% 0.0% 160 +95 0.53% Q4 2025 Feb 17, 2026
AXQ CAPITAL, LP History New 17,910 359 0.08% 163 +17,910 New Q4 2025 Feb 10, 2026
Candriam S.C.A. History Reduced 17,318 347 0.0% 0.0% 164 -4,323 -19.98% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 17,160 344 0.0% 0.02% 165 -165,606 -90.61% Q4 2025 Jan 28, 2026
Tower Research Capital LLC (TRC) History Added to 17,036 342 0.01% 0.0% 166 +11,340 199.09% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 15,947 320 0.0% 0.0% 167 -37,203 -70.0% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History New 15,171 304 0.0% 168 +15,171 New Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History New 15,057 302 0.0% 169 +15,057 New Q4 2025 Mar 09, 2026
CREDIT AGRICOLE S A History No change 15,000 301 0.0% 0.0% 170 0 0.0% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 14,960 300 0.0% 0.0% 171 +9,816 190.82% Q4 2025 Feb 06, 2026
MACKENZIE FINANCIAL CORP History No change 15,039 297 0.0% 0.0% 172 0 0.0% Q4 2025 Feb 18, 2026
Counterpoint Mutual Funds LLC History New 14,558 292 0.02% 173 +14,558 New Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History No change 14,398 289 0.0% 0.0% 174 0 0.0% Q4 2025 Jan 29, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 14,273 286 0.0% 0.01% 175 -15,192 -51.56% Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History New 13,985 280 0.0% 176 +13,985 New Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History No change 13,394 268 0.01% 0.01% 177 0 0.0% Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History Reduced 13,006 261 0.13% 0.2% 178 -1,518 -10.45% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 12,521 251 0.0% 0.0% 179 -35,138 -73.73% Q4 2025 Feb 13, 2026
Mariner, LLC History New 12,461 250 0.0% 180 +12,461 New Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 12,236 245 0.0% 0.0% 181 +3,193 35.31% Q4 2025 Feb 06, 2026
Atria Investments, Inc History New 12,104 243 0.0% 182 +12,104 New Q4 2025 Feb 05, 2026
Russell Investments Group, Ltd. History Reduced 11,509 231 0.0% 0.0% 183 -8,631 -42.86% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 11,500 230 0.0% 0.0% 184 +7,600 194.87% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History New 11,250 225 0.01% 186 +11,250 New Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 11,217 225 0.0% 0.0% 185 0 0.0% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 10,963 220 0.0% 0.0% 187 -23,200 -67.91% Q4 2025 Feb 12, 2026
TWO SIGMA SECURITIES, LLC History New 10,742 215 0.03% 188 +10,742 New Q4 2025 Feb 17, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 10,500 210 0.0% 0.0% 189 +139 1.34% Q4 2025 Feb 10, 2026
Rench Wealth Management, Inc. History No change 10,000 200 0.06% 0.07% 190 0 0.0% Q4 2025 Feb 12, 2026
State of Wyoming History Added to 9,647 193 0.02% 0.0% 191 +8,546 776.2% Q4 2025 Feb 11, 2026
Daytona Street Capital LLC History New 7,900 158 0.12% 192 +7,900 New Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History Added to 7,806 156 0.0% 0.0% 193 +7,567 3166.11% Q4 2025 Jan 20, 2026
Ameritas Investment Partners, Inc. History Reduced 7,530 151 0.0% 0.01% 194 -519 -6.45% Q4 2025 Feb 11, 2026
MEEDER ASSET MANAGEMENT INC History New 7,100 142 0.01% 195 +7,100 New Q4 2025 Feb 11, 2026
Covestor Ltd History Added to 6,687 134 0.07% 0.07% 196 +1,666 33.18% Q4 2025 Feb 06, 2026
GAMMA Investing LLC History Added to 6,475 130 0.01% 0.0% 198 +6,134 1798.83% Q4 2025 Jan 05, 2026
QUADRANT CAPITAL GROUP LLC History Added to 6,496 130 0.0% 0.0% 197 +2,643 68.6% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 5,673 114 0.0% 0.0% 199 +3,068 117.77% Q4 2025 Jan 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 5,535 111 0.0% 0.0% 200 0 0.0% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 4,446 89 0.0% 0.0% 201 -96,647 -95.6% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History New 3,068 61 0.0% 203 +3,068 New Q4 2025 Feb 05, 2026
KBC Group NV History No change 3,052 61 0.0% 0.0% 202 0 0.0% Q4 2025 Jan 26, 2026
Rockefeller Capital Management L.P. History Reduced 2,951 59 0.0% 0.0% 204 -812 -21.58% Q4 2025 Mar 16, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,773 55 0.01% 205 +2,773 New Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 2,359 47 0.0% 0.0% 206 -104 -4.22% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 2,126 42 0.0% 0.0% 207 +1,331 167.42% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Reduced 1,935 38 0.0% 0.0% 208 -1,647 -45.98% Q4 2025 Jan 16, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,787 36 0.0% 0.0% 209 +807 82.35% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Added to 1,804 35 0.0% 0.0% 210 +185 11.43% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 1,559 31 0.0% 0.0% 211 -2,392 -60.54% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Added to 1,535 30 0.0% 0.0% 212 +81 5.57% Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History Added to 1,461 29 0.0% 0.0% 213 +1,038 245.39% Q4 2025 Jan 08, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,327 26 0.0% 0.0% 214 -2,132 -61.64% Q4 2025 Jan 15, 2026
DANSKE BANK A/S History Reduced 1,200 24 0.0% 0.0% 215 -24,028 -95.24% Q4 2025 Feb 02, 2026
FIFTH THIRD BANCORP History Added to 1,172 23 0.0% 0.0% 216 +871 289.37% Q4 2025 Feb 02, 2026
Leonteq Securities AG History Reduced 1,177 23 0.0% 0.0% 217 -127 -9.74% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,126 22 0.0% 0.0% 218 +215 23.6% Q4 2025 Feb 17, 2026
Quarry LP History Reduced 1,050 21 0.0% 0.01% 219 -1,281 -54.95% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History New 1,007 20 0.0% 220 +1,007 New Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 949 19 0.0% 0.0% 221 +135 16.58% Q4 2025 Feb 13, 2026
Banque Cantonale Vaudoise History No change 882 18 0.0% 0.0% 222 0 0.0% Q4 2025 Feb 06, 2026
Fortitude Family Office, LLC History Added to 851 17 0.0% 224 +812 2082.05% Q4 2025 Jan 15, 2026
EverSource Wealth Advisors, LLC History Reduced 870 17 0.0% 0.0% 223 -114 -11.59% Q4 2025 Feb 06, 2026
TD Waterhouse Canada Inc. History New 764 15 0.0% 226 +764 New Q4 2025 Jan 27, 2026
Torren Management, LLC History New 750 15 0.01% 227 +750 New Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 789 15 0.0% 0.0% 225 +719 1027.14% Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History New 735 13 0.0% 228 +735 New Q4 2025 Jan 28, 2026
MassMutual Private Wealth & Trust, FSB History Added to 630 12 0.0% 0.0% 229 +340 117.24% Q4 2025 Jan 07, 2026
Allworth Financial LP History New 585 11 0.0% 230 +585 New Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History Added to 483 9 0.0% 0.0% 231 +293 154.21% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 418 8 0.0% 234 +418 New Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Added to 400 8 0.0% 0.0% 233 +5 1.27% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History No change 400 8 0.0% 0.0% 232 0 0.0% Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Added to 361 7 0.0% 0.0% 235 +11 3.14% Q4 2025 Feb 09, 2026
Capital Advisors, Ltd. LLC History New 212 4 0.0% 237 +212 New Q4 2025 Jan 21, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 213 4 0.0% 0.0% 236 0 0.0% Q4 2025 Feb 11, 2026
ASSETMARK, INC History New 188 3 0.0% 239 +188 New Q4 2025 Jan 23, 2026
Private Wealth Management Group, LLC History New 185 3 0.0% 242 +185 New Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History New 164 3 0.0% 238 +164 New Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History New 150 3 0.0% 241 +150 New Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 155 3 0.0% 0.0% 240 -93 -37.5% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Reduced 149 2 0.0% 0.0% 245 -379 -71.78% Q4 2025 Feb 17, 2026
Avion Wealth History New 112 2 0.0% 244 +112 New Q4 2025 Jan 23, 2026
MAI Capital Management History No change 100 2 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History Reduced 95 1 0.0% 0.0% 248 -107 -52.97% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 57 1 0.0% 0.0% 246 0 0.0% Q4 2025 Feb 03, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 87 1 0.0% 0.0% 247 0 0.0% Q4 2025 Feb 03, 2026
Champlain Investment Partners, LLC History Closed out 0 0 0.47% -2,496,072 -100.0% Q3 2025 Nov 12, 2025
Stephens Investment Management Group LLC History Closed out 0 0 0.17% -534,386 -100.0% Q3 2025 Oct 28, 2025
SCHWARTZ INVESTMENT COUNSEL INC History Closed out 0 0 0.4% -474,400 -100.0% Q3 2025 Oct 29, 2025
CONGRESS ASSET MANAGEMENT CO History Closed out 0 0 0.07% -409,490 -100.0% Q3 2025 Oct 10, 2025
PROSPECTOR PARTNERS LLC History Closed out 0 0 0.99% -333,818 -100.0% Q3 2025 Nov 07, 2025
Impax Asset Management Group plc History Closed out 0 0 0.04% -258,620 -100.0% Q3 2025 Nov 06, 2025
LORD, ABBETT & CO. LLC History Closed out 0 0 0.02% -239,018 -100.0% Q3 2025 Nov 13, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.32% -201,679 -100.0% Q3 2025 Nov 13, 2025
Benchstone Capital Management LP History Closed out 0 0 0.61% -180,899 -100.0% Q3 2025 Nov 14, 2025
MAVERICK CAPITAL LTD History Closed out 0 0 0.05% -155,823 -100.0% Q3 2025 Nov 14, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.15% -148,131 -100.0% Q3 2025 Nov 14, 2025
Magnetar Financial LLC History Closed out 0 0 0.02% -141,076 -100.0% Q3 2025 Nov 13, 2025
Covea Finance History Closed out 0 0 0.12% -134,000 -100.0% Q3 2025 Oct 16, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.05% -113,643 -100.0% Q3 2025 Nov 14, 2025
MOODY ALDRICH PARTNERS LLC History Closed out 0 0 0.53% -113,114 -100.0% Q3 2025 Oct 21, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -111,046 -100.0% Q3 2025 Nov 13, 2025
NATIXIS History Closed out 0 0 0.01% -98,200 -100.0% Q3 2025 Nov 14, 2025
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 0.45% -84,000 -100.0% Q3 2025 Nov 03, 2025
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Closed out 0 0 0.0% -61,191 -100.0% Q3 2025 Oct 29, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.18% -59,458 -100.0% Q3 2025 Nov 14, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.22% -55,946 -100.0% Q3 2025 Nov 12, 2025
Hilton Capital Management, LLC History Closed out 0 0 0.1% -51,690 -100.0% Q3 2025 Nov 12, 2025
Dana Investment Advisors, Inc. History Closed out 0 0 0.03% -37,074 -100.0% Q3 2025 Nov 10, 2025
FIRST TRUST ADVISORS LP History Closed out 0 0 0.0% -30,105 -100.0% Q3 2025 Nov 12, 2025
Scientech Research LLC History Closed out 0 0 0.25% -29,091 -100.0% Q3 2025 Nov 14, 2025
Diversified Trust Co History Closed out 0 0 0.01% -28,310 -100.0% Q3 2025 Oct 20, 2025
NEXPOINT ASSET MANAGEMENT, L.P. History Closed out 0 0 0.06% -25,778 -100.0% Q3 2025 Nov 14, 2025
Semanteon Capital Management, LP History Closed out 0 0 0.71% -22,664 -100.0% Q3 2025 Nov 10, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.16% -21,947 -100.0% Q3 2025 Nov 14, 2025
DIVERSIFY WEALTH MANAGEMENT, LLC History Closed out 0 0 0.02% -21,728 -100.0% Q3 2025 Nov 12, 2025
AMI ASSET MANAGEMENT CORP History Closed out 0 0 0.03% -21,312 -100.0% Q3 2025 Oct 16, 2025
Alamea Verwaltungs GmbH History Closed out 0 0 0.35% -20,553 -100.0% Q3 2025 Nov 13, 2025
STIFEL FINANCIAL CORP History Closed out 0 0 0.0% -20,416 -100.0% Q3 2025 Nov 12, 2025
Alliance Wealth Advisors, LLC /UT History Closed out 0 0 0.1% -17,569 -100.0% Q3 2025 Nov 10, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -16,805 -100.0% Q3 2025 Nov 13, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -15,256 -100.0% Q3 2025 Nov 14, 2025
MQS Management LLC History Closed out 0 0 0.21% -14,303 -100.0% Q3 2025 Nov 06, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -12,741 -100.0% Q3 2025 Nov 14, 2025
LPL Financial LLC History Closed out 0 0 0.0% -12,291 -100.0% Q3 2025 Nov 12, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.05% -12,257 -100.0% Q3 2025 Nov 14, 2025
THORNBURG INVESTMENT MANAGEMENT INC History Closed out 0 0 0.0% -11,885 -100.0% Q3 2025 Nov 12, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.11% -11,043 -100.0% Q3 2025 Nov 13, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.12% -10,589 -100.0% Q3 2025 Nov 14, 2025
FULTON BANK, N.A. History Closed out 0 0 0.01% -10,401 -100.0% Q3 2025 Oct 21, 2025
BANQUE PICTET & CIE SA History Closed out 0 0 0.0% -10,351 -100.0% Q3 2025 Oct 21, 2025
Janney Capital Management LLC History Closed out 0 0 0.02% -10,102 -100.0% Q3 2025 Oct 27, 2025
DRW Securities, LLC History Closed out 0 0 0.0% -10,067 -100.0% Q3 2025 Nov 14, 2025
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -9,133 -100.0% Q3 2025 Nov 13, 2025
NorthCrest Asset Manangement, LLC History Closed out 0 0 0.01% -8,843 -100.0% Q3 2025 Oct 29, 2025
F/m Investments LLC History Closed out 0 0 0.01% -8,778 -100.0% Q3 2025 Nov 13, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -8,735 -100.0% Q3 2025 Nov 14, 2025
Inscription Capital, LLC History Closed out 0 0 0.02% -8,546 -100.0% Q3 2025 Oct 29, 2025
Bayforest Capital Ltd History Closed out 0 0 0.1% -8,222 -100.0% Q3 2025 Oct 24, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.03% -8,164 -100.0% Q3 2025 Nov 13, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -6,717 -100.0% Q3 2025 Oct 29, 2025
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -1,444 -100.0% Q3 2025 Nov 13, 2025
Caitong International Asset Management Co., Ltd History Reduced 42 0 0.02% -1,185 -96.58% Q4 2025 Mar 03, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -1,093 -100.0% Q3 2025 Nov 12, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.01% -1,088 -100.0% Q3 2025 Nov 12, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -1,050 -100.0% Q3 2025 Oct 07, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -565 -100.0% Q3 2025 Nov 12, 2025
NBC SECURITIES, INC. History Closed out 0 0 0.0% -557 -100.0% Q3 2025 Nov 14, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -267 -100.0% Q3 2025 Oct 08, 2025
Washington Trust Advisors, Inc. History Closed out 0 0 0.0% -219 -100.0% Q3 2025 Nov 10, 2025
Red Tortoise LLC History Closed out 0 0 0.0% -180 -100.0% Q3 2025 Oct 22, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -116 -100.0% Q3 2025 Nov 18, 2025
Root Financial Partners, LLC History Reduced 23 0 0.0% -109 -82.58% Q4 2025 Feb 10, 2026
Bell Investment Advisors, Inc History Reduced 25 0 0.0% -96 -79.34% Q4 2025 Feb 24, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -83 -100.0% Q3 2025 Nov 04, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -71 -100.0% Q3 2025 Nov 14, 2025
FIRST HORIZON CORP History Reduced 9 0 0.0% -62 -87.32% Q4 2025 Jan 27, 2026
Kilter Group LLC History Closed out 0 0 0.0% -61 -100.0% Q3 2025 Feb 06, 2026
Clearstead Trust, LLC History Closed out 0 0 0.0% -52 -100.0% Q3 2025 Nov 10, 2025
IFP Advisors, Inc History Added to 43 0 +37 616.67% Q4 2025 Feb 06, 2026
Godfrey Financial Associates, Inc. History New 32 0 +32 New Q4 2025 Feb 10, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 -30 -100.0% Q3 2025 Oct 27, 2025
Cornerstone Financial Management LLC History New 26 0 +26 New Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 44 0 0.0% -25 -36.23% Q4 2025 Feb 17, 2026
Physician Wealth Advisors, Inc. History Added to 49 0 +23 88.46% Q4 2025 Jan 29, 2026
Hughes Financial Services, LLC History Closed out 0 0 -20 -100.0% Q3 2025 Nov 14, 2025
MONTAG A & ASSOCIATES INC History Closed out 0 0 -19 -100.0% Q3 2025 Nov 12, 2025
Ankerstar Wealth, LLC History New 18 0 +18 New Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Closed out 0 0 -12 -100.0% Q3 2025 Nov 10, 2025
True Wealth Design, LLC History Closed out 0 0 -12 -100.0% Q3 2025 Oct 21, 2025
Rossby Financial, LCC History Closed out 0 0 -12 -100.0% Q3 2025 Nov 10, 2025
DiNuzzo Private Wealth, Inc. History Reduced 3 0 -9 -75.0% Q4 2025 Jan 16, 2026
Cloud Capital Management, LLC History Closed out 0 0 -9 -100.0% Q3 2025 Nov 03, 2025
SBI Securities Co., Ltd. History Added to 9 0 +8 800.0% Q4 2025 Feb 03, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 8 0 +8 New Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History Reduced 17 0 -6 -26.09% Q4 2025 Jan 14, 2026
Rialto Wealth Management, LLC History Added to 26 0 +4 18.18% Q4 2025 Jan 12, 2026
Bay Harbor Wealth Management, LLC History Reduced 1 0 -3 -75.0% Q4 2025 Feb 02, 2026
Dunhill Financial, LLC History New 3 0 +3 New Q4 2025 Jan 29, 2026
HFM Investment Advisors, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 12, 2025
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q4 2025 Feb 09, 2026
Abound Wealth Management History No change 7 0 0 0.0% Q4 2025 Jan 12, 2026